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Building 2FIDUCIARY FINANCIAL PLANNING NETWORK

Map pinONALASKA, WI
Phone(608) 534-4444
NotebookSEC #801-135118
Total AUM
$175.7M
Employees
5
Clients
334

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1131 MAIN STREET
ONALASKA
WI 54650
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
(608) 534-4444
Other Offices
1

ReceiptFinancials

Total AUM
$175.7M
Accounts
1,147
Discretionary
$163.4M
Accounts
1,111
Non-Discretionary
$12.2M
Accounts
36

ContactClients

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Individual Clients
292
AUM
$77.3M
HNW Individual Clients
41
AUM
$98.3M
Pension/Profit Sharing Plan Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLIDMNTXWAWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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